See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $30,000 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,350 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,701 | $66,310+134.8% | $93,606+66.3% | $65,185+138.9% |
| Participation rate | 94.0% | 74.0%+20.0pp | 75.8%+18.2pp | 70.2%+23.8pp |
| Annual return | 21.46% | 42.58%-21.1pp | 32.76%-11.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $5,399 | $2,012+168.4% | $2,718+98.7% | $2,177+148.1% |
| Participant deferral / active EE | $6,523 | $3,342+95.2% | $4,069+60.3% | $3,514+85.6% |
| Admin fee / account holder | $169 | $6,897-97.5% | $7,888-97.9% | $847-80.0% |